Nudg3 GTM Team
Complete Implementation Guide
Smartlead + Attio CRM
A hand-holding, step-by-step guide to setting up every single component of the Nudg3 GTM system — from creating your first email sending account to having fully automated pipelines firing webhooks between platforms. Every button. Every field. Every setting.
📧 9 Smartlead Campaigns
⚡ 7 Attio Pipeline Stages
🔗 Full Webhook Integration
🔁 A/B Variant Sequences
🤖 5 Attio Automations
SL
Smartlead — Part 1 of 8
Cold email infrastructure, campaign sequencing, and A/B testing platform
1
Account Creation & Initial Setup
Get your Smartlead account configured for production use
1
Create your Smartlead account
▼
- Open your browser and go to smartlead.ai
- Click the "Start Free Trial" button in the top-right corner of the homepage CLICK
- Fill in your details: Full Name, Work Email (use your Nudg3 domain email), Password. Then click "Create Account" TYPE
- Go to your inbox. Click the verification email from Smartlead. Click "Verify Email" in that email.
- After verification you'll be on the onboarding screen. Skip past the initial setup wizard by clicking "Skip for now" at the bottom — we'll configure everything manually.
Use your company email. Do not use a Gmail or personal address for your Smartlead account. Use your @nudg3.ai address. This keeps billing, data, and access under the company.
2
Choose the right plan & understand the dashboard
▼
- Click "Upgrade" in the left sidebar. For Nudg3's volume, you need the Basic plan ($59/mo) minimum — this gives you unlimited email accounts and up to 6,000 active leads per month. If sending to more, upgrade to Pro ($94/mo). CLICK
MAIN
SETTINGS
Welcome to Smartlead
0
Active Campaigns
0
Email Accounts
0
Total Leads
- Memorise the left sidebar. The key sections you'll use are: Campaigns (where all sequences live), Email Accounts (your sending inboxes), Lead Management (your lead lists), and Settings → Integrations (for webhooks to Attio).
2
Setting Up Sending Email Accounts
Connect Luca and Godwin's email inboxes as sending accounts
What you need: Each rep (Luca and Godwin) needs at least 1 sending email account connected. Ideally 2–3 per rep so sending volume is distributed (protects deliverability). These must be Google Workspace or Outlook accounts — not free Gmail.
3
Connect Luca's sending email account (Google Workspace)
▼
- In the left sidebar, click "Email Accounts" NAVIGATE
- Click the "Add Account" button — it's in the top-right area of the Email Accounts page CLICK
- A modal will appear. Select "Gmail / Google Workspace" as the provider. Click it. SELECT
- Click "Connect with Google". A Google OAuth popup will open. Select Luca's Google Workspace account (e.g. luca@nudg3.ai). Click "Allow" to grant Smartlead access. CLICK
- You'll be returned to Smartlead. You'll see Luca's account listed. In the Display Name field, type:
Luca. In the From Name field type:Luca Garcez. TYPE - Click "Save". The account should now show a green "Connected" status indicator. CLICK
Daily send limits: Fresh accounts should start at 20–30 emails/day maximum. Go to the account settings after connecting and set Daily Limit → 30. Increase by 10 per week as the account warms up.
4
Configure sending limits & time zone for each account
▼
- In Email Accounts, find your connected account. Click the 3-dot menu (⋮) on the right side of the account row. Select "Settings". CLICK
| Setting | Luca (US/UK/EU) | Godwin (AU/NZ) |
|---|---|---|
| From Name | Luca Garcez | Godwin Mayaki |
| Daily Email Limit | 30 (new account) | 30 (new account) |
| Minimum Time Gap | 10 minutes | 10 minutes |
| Maximum Time Gap | 25 minutes | 25 minutes |
| Time Zone | Your region (e.g. EST) | AEST (UTC+10) |
| Sending Days | Mon–Fri | Mon–Fri |
| Sending Hours | 8:00 AM – 5:00 PM | 8:00 AM – 5:00 PM |
- Click "Save Settings" after filling every field above. CLICK
- Repeat this exact process for Godwin's account. At the end you should have at minimum 2 active email accounts in Email Accounts — one per rep.
3
Enable Email Warmup
Critical — do this before sending a single campaign email
Do not skip warmup. If you start sending campaigns from a fresh inbox without warming it up first, your emails will land in spam within days. Warmup takes 2–4 weeks. Run warmup on every new sending account before activating any campaign.
5
Enable Smartlead's built-in warmup for each account
▼
- Click "Email Accounts" in the left sidebar. NAVIGATE
- Click on the name of Luca's email account to open it. CLICK
- Inside the account detail view, click the "Warmup" tab (you'll see tabs: Overview, Settings, Warmup, Analytics). CLICK
- You'll see a toggle labelled "Enable Warmup". Toggle it ON. CLICK
| Warmup Setting | Value to Set | Why |
|---|---|---|
| Warmup Emails/Day | 20 | Start low, auto-increases |
| Increase Rate | 2 per day | Gradual ramp |
| Reply Rate | 25% | Makes inbox look active |
| Weekday Only | ON | Matches business sending |
| Mark as Read | ON | Keeps inbox clean |
| Move from Spam | ON | Trains spam filters |
- Click "Save Warmup Settings". CLICK
- Repeat for Godwin's account. Both accounts need warmup enabled before you launch any campaign.
- Wait 2–3 weeks before activating campaigns. During this time you'll see the warmup score increase in the Warmup tab. Aim for a score of 80+ before sending cold email.
4
Creating All 9 Campaigns
Each sequence in the system becomes one Campaign in Smartlead
Campaign = Sequence. In Smartlead, a "Campaign" is what we call a "sequence." You'll create 9 campaigns total. Here's the complete list — create each one in order.
1 — Agency Cold (Luca — US/UK)
Day 0Day 4Day 9Day 14
2 — Agency Cold (Luca — EU)
Day 0Day 4Day 9Day 14
3 — Agency Cold (Godwin — AU/NZ/APAC)
Day 0Day 4Day 9Day 14
4 — Enterprise Cold (Luca — US/UK/EU)
Day 0Day 5Day 10Day 14
5 — Enterprise Cold (Godwin — AU/NZ/APAC)
Day 0Day 5Day 10Day 14
6 — Post-Audit Sequence
Day 0Day 3Day 7Day 14
7 — Trial Sequence
Day 1Day 3Day 10Day 14
8 — Churn Win-Back
Day 7Day 30Day 60
9 — Upgrade Sequence
Day 30Day 45Day 60
6
Create Campaign #1: Agency Cold (Luca — US/UK)
▼
- In the left sidebar click "Campaigns". NAVIGATE
- Click "Create Campaign" button — top right of the page. CLICK
- You are now in the Campaign Creation wizard. In the "Campaign Name" field type exactly:
Agency Cold — Luca US/UKTYPE - In the "Sender Name" dropdown, select Luca's email account that you connected earlier. SELECT
- Click "Next" or "Continue" to proceed to the Sequence step. CLICK
Repeat this exact process for all 9 campaigns. Change the campaign name and sender for each. Once all 9 are created (they'll be empty), you'll add the sequence steps in the next phase.
5
Building Sequences & A/B Variants
Add email steps, set delays, enable A/B variant testing
7
Open a campaign and access the Sequence tab
▼
- Click "Campaigns" in the left sidebar. You'll see your list of campaigns. NAVIGATE
- Click on "Agency Cold — Luca US/UK" to open it. CLICK
- Inside the campaign you'll see several tabs at the top: Overview, Sequence, Settings, Analytics, Leads. Click "Sequence". CLICK
- The sequence area will be empty. Click "Add Email Step" or "+ Step" button. CLICK
8
Add Email Step 1 (Day 0) with A/B variants
▼
- After clicking "Add Email Step", a step panel opens. At the top you'll see "Send after X days". For Step 1 this should be
0(send immediately when lead is added). TYPE - You'll see Variant A already open with Subject and Body fields. In the Subject field, paste in Variant A, Subject 1 from the sequences file. For Agency Cold US/UK Day 0 Variant A use:
47 agencies added AI visibility to Q1 reporting. Your competitors were in that group.TYPE - In the Body field, paste the full email body for Variant A, Day 0. All
{"{{first_name}}"}tags will auto-personalise when the campaign sends. Do not remove them. TYPE
Adding Variant B (A/B test): After filling Variant A, look for a "+ Add Variant" button within the step editor. Click it. A "Variant B" section will appear. Paste in the Variant B subject and body. Smartlead will automatically split 50/50 between the two.
- Click "+ Add Variant" to add Variant B. Fill in Variant B's subject line and email body for Day 0. CLICK
- Click "Save" or "Save Step" to save this email step. CLICK
SEQUENCE — Agency Cold (Luca US/UK)
STEP 1
Send after 0 days from adding to campaign
Variant A — 50%
Variant B — 50%
Subject: 47 agencies added AI visibility to Q1 reporting...
STEP 2
Wait 4 days → Send follow-up
+ Add Email Step
9
Add steps 2, 3, and 4 with correct delays
▼
- After saving Step 1, click "Add Email Step" again to add Step 2. CLICK
- Set "Send after X days" to
4for Step 2 of the Agency Cold sequences. TYPE - Paste in Day 4, Variant A subject and body. Click "+ Add Variant" and paste Day 4, Variant B. Save the step. TYPE
| Campaign | Step 1 Delay | Step 2 Delay | Step 3 Delay | Step 4 Delay |
|---|---|---|---|---|
| Agency Cold (Luca US/UK & EU) | Day 0 | Day 4 | Day 9 | Day 14 |
| Agency Cold (Godwin AU/NZ) | Day 0 | Day 4 | Day 9 | Day 14 |
| Enterprise Cold (Luca) | Day 0 | Day 5 | Day 10 | Day 14 |
| Enterprise Cold (Godwin) | Day 0 | Day 5 | Day 10 | Day 14 |
| Post-Audit Sequence | Day 0 | Day 3 | Day 7 | Day 14 |
| Trial Sequence | Day 1 | Day 3 | Day 10 | Day 14 |
| Churn Win-Back | Day 7 | Day 30 | Day 60 | — |
| Upgrade Sequence | Day 30 | Day 45 | Day 60 | — |
Important about delays: In Smartlead, the delay is relative to the previous step, not the campaign start. So if Step 1 is Day 0 and Step 2 is Day 4, set Step 2's delay as
4. Step 3 (Day 9) = set delay as 5 (9 minus 4 = 5 days after Step 2). Step 4 (Day 14) = set delay as 5.6
Leads, Variables & Personalisation
Upload leads and configure merge tag variables
10
Prepare and upload your lead CSV
▼
- Your lead CSV must have these exact column headers for the personalisation variables to work:
first_name, last_name, email, company_name, website, title, linkedin_url, location, industry, icp_type
- In the left sidebar click "Lead Management". NAVIGATE
- Click "Upload Leads" or "Import CSV" button at the top right. CLICK
- Select your CSV file. Click "Upload". CLICK
- Smartlead will show you a column mapping screen. Match each CSV column to Smartlead's fields: your
first_name→ First Name,email→ Email (required),company_name→ Company Name, etc. SELECT - After mapping, click "Import" or "Confirm Upload". CLICK
- Now go to your campaign (e.g. Agency Cold — Luca US/UK). Click the "Leads" tab inside the campaign. Click "Add Leads". Select the leads you just imported. Click "Add to Campaign". CLICK
7
Campaign Schedule & Launch Settings
Configure when emails go out, then launch each campaign
11
Configure campaign schedule settings
▼
- Open any campaign. Click the "Settings" tab inside the campaign. CLICK
| Setting | Value |
|---|---|
| Sending Schedule | Mon, Tue, Wed, Thu, Fri |
| Start Time | 8:00 AM (lead's time zone) |
| End Time | 5:00 PM (lead's time zone) |
| Time Zone Logic | Use lead's time zone if available |
| Stop sending on reply | ON ✓ — Critical |
| Stop if lead unsubscribes | ON ✓ |
| Track Email Opens | ON ✓ |
| Track Link Clicks | ON ✓ |
"Stop sending on reply" must always be ON. This is the critical setting that pauses sequences when a lead replies. Without this, leads who reply will continue receiving cold emails — a catastrophic experience.
- Click "Save Settings". CLICK
- When ready to launch: go back to the campaign Overview tab. Click the green "Activate Campaign" or "Start Campaign" toggle/button. CLICK
8
Smartlead Webhooks (Outbound to Attio)
Fire events to Attio when leads reply, open, or click
12
Configure global reply webhook to Attio
▼
- In the left sidebar, click "Settings" at the bottom. NAVIGATE
- Inside Settings, click "Integrations" in the submenu. CLICK
- Find the "Webhooks" section. Click "Add New Webhook". CLICK
- In the "Webhook URL" field, paste your Attio webhook URL (you'll get this in the Attio setup section below). For now enter a placeholder like
https://hooks.attio.com/your-webhook-id. TYPE - In the "Event" or "Trigger" dropdown, select "Lead Replied". This fires every time a lead replies to any email. SELECT
- Click "Save Webhook". CLICK
- Click "Add New Webhook" again. Create a second webhook for the "Email Opened" event. Paste the same Attio URL. Save. CLICK
AT
Attio CRM — Part 1 of 6
CRM, pipeline management, custom fields, and automation platform
9
Workspace Creation & Initial Configuration
Create your Attio workspace and invite team members
13
Create Attio account and workspace
▼
- Open your browser and go to attio.com. Click "Get started for free" or "Sign up". CLICK
- Sign up with your Google Workspace account (use the admin or main Nudg3 Google account). Click "Continue with Google". CLICK
- Attio will ask you to create a workspace. In "Workspace Name" type:
Nudg3. Click "Create workspace". TYPE - On the next screen Attio asks what you'll use it for. Select "Sales CRM". Click "Continue". SELECT
- Attio will ask to invite team. For now click "Skip" — we'll invite Luca and Godwin after setup. CLICK
Nudg3
RECORDS
WORKSPACE
SETTINGS
🎉
Workspace created
You're in the Nudg3 workspace.
Left sidebar shows all navigation.
Left sidebar shows all navigation.
- To invite Luca and Godwin: Click "Settings" in the bottom-left sidebar. Click "Members". Click "Invite members". Enter Luca's email and Godwin's email. Set both as "Member" role (not admin unless needed). Click "Send invites". CLICK
10
Build the Nudg3 Sales Pipeline
Create the 7-stage pipeline exactly as specified
Stage 1
Lead→
Stage 2
Contacted→
Stage 3
Audit Sent→
Stage 4
Trial Active→
Stage 5
Meeting Booked→
Stage 6
Upgrade / Paid→
Stage 7
Closed Won14
Create the pipeline in Lists
▼
- In the left sidebar, click "Lists". NAVIGATE
- Click the "+" or "New List" button at the top of the Lists section. CLICK
- In the "Create new list" modal that appears, choose "Pipeline" as the list type (you'll see options like Kanban/Pipeline, Table, etc.). SELECT
- Name the list:
Sales Pipeline. Click "Create". TYPE - Attio will create a default pipeline with some placeholder stages. You need to delete all default stages and create exactly these 7. Click the "Manage stages" button (often a gear icon ⚙ near the pipeline header). CLICK
| # | Stage Name | Description to Add | Colour |
|---|---|---|---|
| 1 | Lead | New contact, not yet contacted | Grey |
| 2 | Contacted | First outreach sent via Smartlead | Blue |
| 3 | Audit Sent | Free visibility audit delivered | Yellow |
| 4 | Trial Active | 7-day free trial started | Orange |
| 5 | Meeting Booked | Demo or discovery call scheduled | Purple |
| 6 | Upgrade / Paid | Payment confirmed, onboarding next | Teal |
| 7 | Closed Won | Active paying customer | Green |
- For each stage: click "Add stage", type the name, pick the colour, click "Save". Repeat until all 7 are created in order. CLICK
- If stages appear in the wrong order, drag and drop them to rearrange. Stage 1 must be at the far left. CLICK
- Click "Save" or close the manage stages panel. Your pipeline should now show 7 columns. CLICK
15
Configure pipeline to track People (not Companies)
▼
- While in the Sales Pipeline view, look for a settings icon ⚙ near the pipeline title or in the top-right toolbar. Click it. CLICK
- Under "Record Type" or "What records does this list track?", select "People". Our pipeline tracks individual people (leads/contacts), not companies. SELECT
- Save. The pipeline will now only accept People records. CLICK
11
Custom Fields on People Records
Add all Nudg3-specific fields that webhooks and reps will populate
16
Open the People object attribute settings
▼
- Click "Settings" in the bottom-left sidebar. NAVIGATE
- In Settings, find and click "Objects". You'll see People and Companies listed. CLICK
- Click on "People". CLICK
- You'll see the People object settings. Click on the "Attributes" tab. This shows all fields that appear on People records. CLICK
- Click "Add attribute" to start adding custom fields. CLICK
17
Create all required custom fields — complete list
▼
How to add each field: Click "Add attribute". Fill in the Name exactly as shown. Set the Type. Click Save. Repeat for every row in the table below.
SMARTLEAD / OUTREACH FIELDS
smartlead_campaign
Text
Which Smartlead campaign they're in
sequence_status
Select
active / paused / stopped / completed
last_email_sent
Date
Date of last outreach email
emails_sent_count
Number
Total emails sent to this person
reply_received
Checkbox
True when they reply to any email
reply_date
Date
Date of first reply
AUDIT FIELDS [Require Webhook Implementation]
audit_sent
Checkbox
True when free audit is delivered
audit_timestamp
Date
When audit was sent
visibility_score
Number
AI visibility score from audit (0-100)
competitor_data
Text
JSON or text of competitor analysis
audit_domain
Text
Domain submitted for audit
TRIAL FIELDS [Require Webhook Implementation]
trial_status
Select
not_started / active / expired / converted
trial_signup_date
Date
When trial started
trial_expiry_date
Date
When trial ends (signup + 7 days)
trial_logins
Number
Number of logins during trial
source_attribution
Select
cold_email / organic / paid / referral / social
LEAD QUALIFICATION FIELDS
icp_type
Select
agency / enterprise / other
geography
Select
US / UK / EU / AU / ASIA / NZ / APAC
assigned_rep
User
Luca or Godwin (linked to each person's Attio user)
company_size
Select
1-10 / 11-50 / 51-100 / 101-200 / 201-500 / 501-1000 / 1001-5000 / 5001-10000
bant_qualified
Checkbox
Rep marks true after BANT assessment
CUSTOMER HEALTH FIELDS [Require Webhook Implementation - Except for health_score]
subscription_status
Select
not_subscribed / active / at_risk / churned / cancelled
subscription_date
Date
Date subscription became active
health_score
Number
0-100 health score (GTM Ops managed)
plan_tier
Select
trial / Starter / Professional / Agency/Enterprise
mrr
Number
Monthly recurring revenue
renewal_date
Date
When subscription renews
last_login_date
Date
Updated from Nudg3 platform webhooks
weekly_logins
Number
Logins in the past 7 days
12
Lists & Views
Create segmented lists for different lead and customer states
18
Create all required lists in Attio
▼
- Click "Lists" in the left sidebar. Click "+ New List". Choose type "Table" for each of these lists. Name them exactly as shown below. CLICK
| List Name | Purpose | Filter Logic |
|---|---|---|
All Leads | Master view of all contacts | All People records |
Active Sequences | In Smartlead right now | sequence_status = active |
Replied — Needs Action | Leads who replied, awaiting rep | reply_received = true AND stage = Contacted |
Audit Pipeline | Post-audit nurture | audit_sent = true AND trial_status ≠ active |
Active Trials | Currently in 7-day trial | trial_status = active |
Luca — Hot Leads | Luca's high-priority contacts | assigned_rep = Luca AND stage ≥ 3 |
Godwin — Hot Leads | Godwin's high-priority contacts | assigned_rep = Godwin AND stage ≥ 3 |
Customers — Active | Paying customers, healthy | stage = Closed Won AND health_score ≥ 80 |
Customers — At Risk | Needs CSM attention | health_score between 50-79 |
Churn Win-Back | Cancelled, in win-back seq | subscription_status = churned |
Long-Term Nurture | No engagement, park here | sequence_status = stopped AND stage = Lead |
- After creating each list, click "Add filter" in the list view to apply the filter conditions above. CLICK
- Save each filtered view by clicking "Save view". CLICK
13
Attio Automations
Set up automated actions triggered by CRM events and incoming webhooks
How Attio Automations work: In the left sidebar click "Automations". Click "New automation". Every automation has three parts: Trigger (what starts it), optional Conditions (filter), and Actions (what happens). Follow each automation below precisely.
19
Automation 1 — New Person Created → Assign Rep & Set Stage
▼
- Click "Automations" in the left sidebar. Click "New automation". Name it:
New Lead → Rep Assignment. CLICK - Trigger: Click "Add trigger". Select "Record created". Set object type to "Person". SELECT
- Action 1 — Set pipeline stage: Click "Add action". Select "Update record". Set field
Sales Pipeline Stageto Stage 1: Lead. SELECT - Action 2 — Route to rep (conditional): Add action "If/Else". Condition:
geography= US OR UK OR EU. Then: setassigned_rep= Luca. Else (AU/NZ/APAC): setassigned_rep= Godwin. SELECT - Action 3 — Create task for rep: Add action "Create task". Task title:
New lead assigned — review and add to Smartlead. Assign to: the same rep set in Action 2. Due:Today. CLICK - Click "Save automation" and toggle it Active. CLICK
20
Automation 2 — Trial Active → Move to Stage 4 & Create Task
▼
- Click "New automation". Name it:
Trial Activated → Stage 4. CLICK - Trigger: Select "Attribute value changed". Object: Person. Attribute:
trial_status. Changed to:active. SELECT - Action 1: Update record — set
Sales Pipeline Stageto Stage 4: Trial Active. SELECT - Action 2: Update record — set
sequence_statustostopped. (The rep will then call Smartlead API to actually stop the sequence.) SELECT - Action 3: Create task for assigned rep —
Trial started — monitor usage, schedule check-in Day 3. Due: 3 days from today. CLICK - Save and activate the automation. CLICK
21
Automation 3 — Audit Sent → Stage 3 & Pause Sequence
▼
- New automation. Name:
Audit Sent → Stage 3. CLICK - Trigger: Attribute value changed. Object: Person. Attribute:
audit_sent. Changed to:true. SELECT - Action 1: Update record — set
Sales Pipeline Stageto Stage 3: Audit Sent. SELECT - Action 2: Update record — set
sequence_statustopaused. SELECT - Action 3: Create task —
Audit delivered — follow up if no trial signup within 3 days. Due: 3 days. CLICK - Save and activate. CLICK
22
Automation 4 — Health Score at Risk → Create Alert
▼
- New automation. Name:
Health Score Alert. CLICK - Trigger: Attribute value changed. Object: Person. Attribute:
health_score. SELECT - Condition: Add condition —
health_scoreis less than80ANDsubscription_status=active. TYPE - Action 1 (score 50-79): Add If/Else — if health_score >= 50: set
subscription_status=at_risk. Else (below 50): setsubscription_status=churned. SELECT - Action 2: Create task for assigned rep —
Health score dropped — immediate customer check-in needed. Due: Today (urgent). CLICK - Save and activate. CLICK
23
Automation 5 — Subscription Created → Closed Won
▼
- New automation. Name:
Payment Confirmed → Closed Won. CLICK - Trigger: Attribute value changed. Object: Person. Attribute:
subscription_status. Changed to:active. SELECT - Action 1: Update pipeline stage → Stage 7: Closed Won. SELECT
- Action 2: Update
sequence_status=stopped. SELECT - Action 3: Create task —
New customer! Begin onboarding — send welcome email and schedule CSM check-in. Due: Today. CLICK - Save and activate. CLICK
14
Team Setup & Geography Routing
Configure rep assignments and ensure correct routing logic
24
Verify team members and set geography defaults
▼
- Go to Settings → Members. Confirm both Luca and Godwin have accepted invites and are showing as Active. NAVIGATE
- In People records, when you open any lead, in the
assigned_repfield you should be able to type or select "Luca" or "Godwin" from a dropdown of your workspace members. Test this works before adding live leads. CLICK
| Rep | Geography Coverage | Calendly Link |
|---|---|---|
| Luca Garcez | US / UK / EU | calendly.com/lucagarcez |
| Godwin Mayaki | AU / NZ / APAC | calendly.com/godwinmayaki (add yours) |
🔗
Integration — Part 1 of 3
Connect Smartlead, Attio, and the Nudg3 platform together
15
API Keys & Credentials
Collect all API keys needed for the integration
25
Get your Attio API key
▼
- In Attio, click "Settings" in the bottom-left sidebar. NAVIGATE
- In Settings, look for "API & Integrations" or "Developer". Click it. CLICK
- Click "Generate API Key" or "New API Key". CLICK
- Give it a name:
Nudg3 Platform Integration. Set permissions to Read + Write. Click "Generate". TYPE - Copy the API key shown. It will only be shown once. Store it in a password manager or secure note immediately. Format:
attio_pat_xxxx...COPY
26
Get your Smartlead API key
▼
- In Smartlead, click "Settings" in the left sidebar. NAVIGATE
- Click "API Key" in the Settings submenu. You'll see your API key displayed. Click "Copy". Store it securely. COPY
16
Webhook Setup — Platform → Attio
The Nudg3 platform fires webhooks to Attio on key events
27
Create webhook receivers in Attio
▼
- In Attio, click "Automations" in the left sidebar. Click "New automation". CLICK
- For the trigger, click "Webhook" as the trigger type (look for "HTTP Request" or "Incoming Webhook"). SELECT
- Attio will generate a unique webhook URL. Click "Copy URL". This is what you paste into the Nudg3 platform's webhook settings and into Smartlead's webhook URL field. COPY
Create one webhook automation per platform event:
trial.activated
Trial Signup Webhook
Nudg3 Platform fires this when a user signs up for trial. Action: set
trial_status = active, set trial_signup_date = today, set source_attribution = payload value. Trigger the "Trial Activated → Stage 4" automation chain.audit.completed
Audit Completed Webhook
Nudg3 Platform fires this when a free audit is generated. Action: set
audit_sent = true, set audit_timestamp = now, set visibility_score = payload value, set competitor_data = payload JSON.subscription.created
Payment / Subscription Webhook
Fires when payment is confirmed. Action: set
subscription_status = active, set plan_tier = payload value, set mrr = payload value. This fires the "Closed Won" automation.plan.upgraded
Plan Upgrade Webhook
Fires when a customer upgrades their plan. Action: update
plan_tier and mrr to new values. Create task: "Customer upgraded — check in and celebrate."lead.replied
Smartlead → Attio: Reply Received
Smartlead fires this to Attio when a lead replies. Action: set
reply_received = true, set reply_date = today, set sequence_status = paused. Move to Stage 3 (Contacted → Rep needs to follow up).17
Testing & Go-Live Checklist
Verify everything works before sending to real leads
28
Run end-to-end test flow
▼
- Test 1 — New lead in Attio: Manually add yourself (use a personal email) as a new Person in Attio. Set geography = US. Check that Automation 1 fires: stage should be set to "Lead" and assigned_rep should become Luca. CLICK
- Test 2 — Smartlead reply detection: Add a test email address to a test campaign in Smartlead. Send yourself a test email. Reply to it from that email address. Check Smartlead shows "Reply Received." Check the webhook fires to Attio and reply_received = true appears on the Attio record. CLICK
- Test 3 — Audit webhook: Ask the Nudg3 dev team to fire a test
audit.completedwebhook with sample data. Verify audit_sent = true and visibility_score are populated in Attio, and stage moves to "Audit Sent." CLICK - Test 4 — Trial webhook: Fire a test
trial.activatedwebhook. Verify trial_status = active in Attio, stage = Trial Active, task created for rep. CLICK
29
Final go-live checklist
▼
SMARTLEAD
□
Luca's email account connected
□
Godwin's email account connected
□
Both accounts have warmup enabled
□
Warmup score ≥ 80 on both
□
All 9 campaigns created
□
All sequences have 4 email steps
□
A/B variants on every step
□
"Stop on reply" enabled on all campaigns
□
Reply webhook pointing to Attio
□
Daily send limit set to 30/inbox
ATTIO
□
Workspace created, team invited
□
Sales Pipeline with 7 stages
□
All 25 custom fields created
□
All 11 lists created with filters
□
All 5 automations active
□
API key generated and saved
□
Webhook URLs generated (one per event)
□
Webhook URLs given to dev team
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Test lead successfully processed
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All 4 test webhooks fired correctly
You're ready to launch when all 20 boxes are checked. Start with a small batch — 20-30 leads maximum in week 1. Monitor reply rates, open rates, and Attio for data accuracy. Scale up weekly as you build confidence in the system.
System Architecture Summary
How all the pieces connect in the Nudg3 GTM system
📧
Smartlead
9 campaigns
Cold outreach
Reply detection
Cold outreach
Reply detection
⟷
Webhooks
📊
Attio CRM
Pipeline
Custom fields
Automations
Custom fields
Automations
⟷
API
🚀
Nudg3 Platform
Trial signups
Audit delivery
Usage tracking
Audit delivery
Usage tracking